|
2001
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$4713만
|
+US$58.3만
|
6
|
10.47%
|
증가
|
|
|
2002
|
McDonough Capital Management
Orlando,
Florida
|
US$4712만
|
+US$77.8만
|
3
|
30.78%
|
증가
|
|
|
2003
|
Aspiriant LLC
Los Angeles,
California
|
US$4705만
|
-US$32.6만
|
7
|
1.63%
|
축소
|
|
|
2004
|
Grove Bank & Trust
Miami,
Florida
|
US$4704만
|
+US$300만
|
15
|
6.29%
|
증가
|
|
|
2005
|
McIlrath & Eck
Arlington,
Washington
|
US$4699만
|
+US$1010만
|
12
|
5.77%
|
증가
|
|
|
2006
|
Apollon Financial
Mount Pleasant,
South Carolina
|
US$4696만
|
+US$111만
|
7
|
11.04%
|
증가
|
|
|
2007
|
Goldstream Capital Management
Central,
Hong Kong
|
US$4696만
|
-US$2331만
|
4
|
20.84%
|
축소
|
|
|
2008
|
Wellington Shields & Co
New York
|
US$4681만
|
+US$81.9만
|
8
|
14.65%
|
증가
|
|
|
2009
|
Unio Capital
Princeton,
New Jersey
|
US$4680만
|
+US$690만
|
3
|
17.95%
|
증가
|
|
|
2010
|
Personal CFO Solutions
Chester,
New Jersey
|
US$4679만
|
+US$27.5만
|
12
|
9.5%
|
증가
|
|
|
2011
|
Clearstead Trust
Portland,
Maine
|
US$4676만
|
-US$56.9만
|
15
|
10.41%
|
축소
|
|
|
2012
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
US$4674만
|
+US$619만
|
6
|
5.61%
|
증가
|
|
|
2013
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
US$4670만
|
-US$2383만
|
4
|
3.02%
|
축소
|
|
|
2014
|
Decatur Capital Management
Decatur,
Georgia
|
US$4665만
|
+US$334만
|
4
|
24.19%
|
증가
|
|
|
2015
|
Kestra Investment Management
Austin,
Texas
|
US$4663만
|
+US$1547만
|
15
|
1.46%
|
증가
|
|
|
2016
|
Koshinski Asset Management
Decatur,
Illinois
|
US$4663만
|
+US$83.1만
|
9
|
3.96%
|
증가
|
|
|
2017
|
Napean Trading & Investment Company
Singapore
|
US$4660만
|
-US$1251만
|
6
|
13.6%
|
축소
|
|
|
2018
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
US$4656만
|
US$0
|
4
|
9.77%
|
유지됨
|
|
|
2019
|
SFE Investment Counsel
Los Angeles,
California
|
US$4655만
|
+US$511만
|
5
|
9.3%
|
증가
|
|
|
2020
|
Punch & Associates Investment Management
Edina,
Minnesota
|
US$4653만
|
-US$42.5만
|
3
|
3.05%
|
축소
|
|
|
2021
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
US$4652만
|
+US$101만
|
6
|
9.94%
|
증가
|
|
|
2022
|
MONECO Advisors
Fairfield,
Connecticut
|
US$4652만
|
+US$480만
|
7
|
4.82%
|
증가
|
|
|
2023
|
America First Investment Advisors
Omaha,
Nebraska
|
US$4650만
|
-US$77.6만
|
4
|
9.81%
|
축소
|
|
|
2024
|
Meridian Wealth Advisors
Austin,
Texas
|
US$4634만
|
+US$108만
|
6
|
7.87%
|
증가
|
|
|
2025
|
Marietta Wealth Management
Marietta,
Georgia
|
US$4627만
|
-US$1175만
|
5
|
6.79%
|
축소
|
|
